Nia Impact Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Nia Impact Advisors, LLC reported 97 stock positions worth $289.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.6% of the portfolio, followed by Stantec (STN, 3.3%) and Apple (AAPL, 3.2%). Compared with Q1 2025, it opened 6 new positions, sold out of 8, added to 21 and reduced 57. The biggest buy was First Solar (FSLR, shares +30%) and the biggest sale Thermo Fisher Scientific (TMO, shares −87%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001815217
Portfolio Value
$289.3M (Q2 2025)
SEC Filing
0001420506-25-002186 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $250.9M Q1 2024 Q2 2024: $278.3M Q2 2024 Q3 2024: $301.2M Q3 2024 Q4 2024: $307.5M Q4 2024 Q1 2025: $269.3M Q1 2025 Q2 2025: $289.3M $289.3M Q2 2025 Q3 2025: $307.7M Q3 2025 Q4 2025: $297.9M Q4 2025 Q1 2026: $224.9M Q1 2026 Q2 2026: $241.4M Q2 2026

Holdings 97 stocks · $289.3M

VTI VG Morningstar TS MKT ETF-US 4.58% 43,575 $13.2M No change
STN Stantec Inc. 3.26% 86,698 $9.4M Reduce -1.1%
AAPL Apple Inc. 3.19% 44,916 $9.2M Reduce -1.9%
TSM Taiwan Semiconductor-SP ADR 3.16% 40,378 $9.1M Reduce -2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.11% 30,512 $9.0M Reduce -22.5%
XYL Xylem Inc. 2.82% 63,004 $8.2M Reduce -4.3%
FSLR First Solar Inc. 2.81% 49,058 $8.1M Add +30.3%
PANW Palo Alto Networks Inc. 2.75% 38,890 $8.0M Reduce -2.0%
FTNT Fortinet Inc. 2.70% 73,885 $7.8M Reduce -1.1%
SAP Sap SE-Sponsored ADR 2.69% 25,567 $7.8M Reduce -1.1%
LRN Stride Inc. 2.51% 50,054 $7.3M Reduce -13.1%
VRTX Vertex Pharmaceuticals Inc. 2.44% 15,887 $7.1M Reduce -0.3%
ACM Aecom 2.35% 60,364 $6.8M Reduce -6.5%
AMAL Amalgamated Financial Corp. 2.29% 212,145 $6.6M Reduce -0.6%
PG The Procter & Gamble Co. 2.28% 41,477 $6.6M No change
CSL Carlisle Cos Inc. 2.09% 16,169 $6.0M Reduce -1.8%
GILD Gilead Sciences Inc. 1.91% 49,896 $5.5M Reduce -0.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.86% 52,502 $5.4M Reduce -18.1%
HOOD Robinhood Markets Inc. Class A 1.80% 55,479 $5.2M Reduce -22.2%
TELFY Telefonica SA-Spon ADR 1.75% 967,830 $5.1M Reduce -0.9%
NVDA Nvidia Corp. 1.71% 31,384 $5.0M Reduce -14.9%
NXT Nextpower Inc. filed as NEXTRACKER INC 1.54% 82,060 $4.5M Add +26.8%
HASI Ha Sustainable Infrastructur 1.53% 164,858 $4.4M Add +31.4%
EBAY eBay Inc. 1.52% 58,949 $4.4M Add +14.1%
DUOL Duolingo 1.48% 10,430 $4.3M Reduce -0.7%
GSK GSK PLC-Spon ADR 1.44% 108,696 $4.2M Reduce -0.3%
SPOT Spotify Technology SA 1.36% 5,110 $3.9M Reduce -1.4%
BEPC Brookfield Renewable Corp. 1.35% 119,265 $3.9M Reduce -0.8%
HOLX Hologic Inc. 1.27% 56,389 $3.7M Reduce -1.0%
FMS Fresenius Medical Care-ADR 1.21% 122,198 $3.5M Reduce -0.1%
TOST Toast Inc. Class A 1.20% 78,617 $3.5M Add +41.3%
AMD Advanced Micro Devices 1.19% 24,279 $3.4M Add +3.7%
LMND Lemonade Inc. 1.19% 78,536 $3.4M Add +47.5%
SYK Stryker Corp. 1.17% 8,545 $3.4M Reduce -3.9%
COCO The Vita Coco Co. Inc. 1.15% 92,111 $3.3M Add +40.3%
MWA Mueller Water Products Inc. Class A 1.08% 130,383 $3.1M Reduce -0.9%
NET Cloudflare Inc. Class A 1.08% 15,904 $3.1M Reduce -4.2%
TEAM Atlassian Corp. Class A 1.07% 15,309 $3.1M Reduce -1.2%
SHOP Shopify Inc. Class A 1.07% 26,757 $3.1M Reduce -1.1%
ADI Analog Devices Inc. 1.07% 12,949 $3.1M Reduce -2.6%
NGVC Natural Grocers BY Vitamin C 1.06% 78,387 $3.1M Add +1.5%
MSFT Microsoft Corp. 1.05% 6,133 $3.1M Reduce -1.3%
ROK Rockwell Automation Inc. 0.94% 8,180 $2.7M Reduce -3.0%
MA Mastercard Inc. Class A 0.94% 4,828 $2.7M Add +0.5%
GOOGL Alphabet Inc. Class A 0.94% 15,388 $2.7M Reduce -2.7%
TMUS T-Mobile US Inc. 0.83% 10,073 $2.4M Reduce -5.8%
ADSK Autodesk Inc. 0.82% 7,652 $2.4M Reduce -0.8%
ZG Zillow Group Inc. Class A 0.79% 33,397 $2.3M Reduce -1.1%
CXT Crane NXT Co. 0.75% 40,222 $2.2M New
CNI Canadian Natl Railway Co. 0.74% 20,478 $2.1M Reduce -5.2%
ADP Automatic Data Processing 0.71% 6,680 $2.1M Reduce -3.3%
CARR Carrier Global Corp. 0.66% 26,226 $1.9M Reduce -4.1%
UNFI United Natural Foods Inc. 0.65% 80,537 $1.9M Reduce -0.9%
DHR Danaher Corp. 0.65% 9,457 $1.9M Reduce -3.1%
HTUS Hull Tactical US ETF 0.60% 43,563 $1.7M No change
CWT California Water Service Grp 0.58% 36,992 $1.7M Reduce -0.8%
VEEV Veeva Systems Inc. Class A 0.57% 5,719 $1.6M Reduce -5.0%
WGS Genedx Holdings Corp. 0.55% 17,123 $1.6M Reduce -6.9%
NVO Novo-Nordisk A/S-Spons ADR 0.54% 22,700 $1.6M Reduce -0.9%
HNST The Honest Co. Inc. 0.54% 305,086 $1.6M Reduce -1.8%
SLVM Sylvamo Corp. 0.54% 30,995 $1.6M Reduce -1.5%
ATR Aptargroup Inc. 0.51% 9,479 $1.5M Add +0.1%
UL Unilever PLC 0.51% 24,035 $1.5M Add +0.1%
NYT New York Times Co. Class A 0.48% 24,887 $1.4M Reduce -3.1%
JSTC Adasina Social Justice GLB 0.33% 48,134 $953K Add +0.2%
MRK Merck & Co. Inc. 0.33% 11,919 $944K Reduce -11.9%
DXCM Dexcom Inc. 0.29% 9,570 $835K No change
ISRG Intuitive Surgical Inc. 0.28% 1,499 $815K No change
MKTX Marketaxess Holdings Inc. 0.27% 3,440 $768K No change
BRK.A Berkshire Hathaway Inc. Class A 0.25% 1 $729K No change
CSCO Cisco Systems Inc. 0.20% 8,430 $585K Reduce -0.9%
ROP Roper Technologies Inc. 0.20% 1,031 $584K Reduce -0.1%
VEU Vanguard Ftse All-World Ex-U 0.20% 8,528 $573K No change
VLTO Veralto Corp. 0.18% 5,182 $523K Reduce -4.3%
TMO Thermo Fisher Scientific Inc. 0.18% 1,289 $523K Reduce -86.9%
ABT Abbott Laboratories 0.17% 3,706 $504K Add +2.2%
FLEX Flex Ltd. 0.15% 8,695 $434K No change
ORA Ormat Technologies Inc. 0.15% 5,131 $430K Add +1.9%
DSGX The Descartes Systems Grp 0.15% 4,200 $427K No change
ETN Eaton Corp. PLC 0.14% 1,140 $407K Reduce -0.3%
V Visa Inc. Class A 0.14% 1,136 $403K Reduce -12.6%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 800 $389K No change
STM Stmicroelectronics NV-NY SHS 0.13% 12,198 $371K Reduce -0.5%
JNJ Johnson & Johnson 0.11% 2,091 $319K Add +8.2%
PM Philip Morris International 0.10% 1,577 $287K Add +4.2%
ABBV Abbvie Inc. 0.10% 1,545 $287K Reduce -13.7%
CAT Caterpillar Inc. 0.09% 651 $253K No change
PCAR Paccar Inc. 0.09% 2,631 $250K No change
PFE Pfizer Inc. 0.09% 10,247 $248K Add +11.1%
VOO Vanguard S&P 500 ETF 0.08% 430 $244K New
QCOM Qualcomm Inc. 0.08% 1,525 $243K Add +1.3%
GRMN Garmin Ltd. 0.08% 1,104 $230K Add +1.9%
CCK Crown Holdings Inc. 0.08% 2,225 $229K New
GOOG Alphabet Inc. Class C 0.07% 1,212 $215K New
ADVISORS INNER CIRCLE FD III 0.07% 7,450 $212K New
EMR Emerson Electric Co. 0.07% 1,560 $208K New
RUN Sunrun Inc. 0.05% 18,782 $154K Add +2.0%

Portfolio Sells Q1 2025 → Q2 2025

TMO Thermo Fisher Scientific Inc. Reduce -86.9% 0.18% −1.64
OGN Organon & Co. Sold out 0.00% −1.24
SMI Vaneck Hip Sustainable Muni Sold out 0.00% −0.74
SCS Steelcase Inc. Class A Sold out 0.00% −0.61
AAPL Apple Inc. Reduce -1.9% 3.19% −0.59
ELF Elf Beauty Inc. Sold out 0.00% −0.53
IBM Intl Business Machines Corp. Reduce -22.5% 3.11% −0.53
VRTX Vertex Pharmaceuticals Inc. Reduce -0.3% 2.44% −0.42
SLVM Sylvamo Corp. Reduce -1.5% 0.54% −0.25
TMUS T-Mobile US Inc. Reduce -5.8% 0.83% −0.23
LRN Stride Inc. Reduce -13.1% 2.51% −0.19
IRM Iron Mountain Inc. Reduce -18.1% 1.86% −0.19
UNFI United Natural Foods Inc. Reduce -0.9% 0.65% −0.18
GILD Gilead Sciences Inc. Reduce -0.2% 1.91% −0.17
MWA Mueller Water Products Inc. Class A Reduce -0.9% 1.08% −0.16
TEAM Atlassian Corp. Class A Reduce -1.2% 1.07% −0.15
GSK GSK PLC-Spon ADR Reduce -0.3% 1.44% −0.13
MRK Merck & Co. Inc. Reduce -11.9% 0.33% −0.12
XYL Xylem Inc. Reduce -4.3% 2.82% −0.10
DHR Danaher Corp. Reduce -3.1% 0.65% −0.10
CWT California Water Service Grp Reduce -0.8% 0.58% −0.09
TSLA Tesla Inc. Sold out 0.00% −0.08
SBUX Starbucks Corp. Sold out 0.00% −0.08
AWK American Water Works Co. Inc. Sold out 0.00% −0.08
ADP Automatic Data Processing Reduce -3.3% 0.71% −0.07
SYK Stryker Corp. Reduce -3.9% 1.17% −0.06
WGS Genedx Holdings Corp. Reduce -6.9% 0.55% −0.06
NVO Novo-Nordisk A/S-Spons ADR Reduce -0.9% 0.54% −0.05
ZG Zillow Group Inc. Class A Reduce -1.1% 0.79% −0.05
CNI Canadian Natl Railway Co. Reduce -5.2% 0.74% −0.05
ABBV Abbvie Inc. Reduce -13.7% 0.10% −0.04
HOLX Hologic Inc. Reduce -1.0% 1.27% −0.04
SLLDY Sanlam Ltd.-Sponsored ADR Sold out 0.00% −0.03
V Visa Inc. Class A Reduce -12.6% 0.14% −0.03
ROP Roper Technologies Inc. Reduce -0.1% 0.20% −0.02
VLTO Veralto Corp. Reduce -4.3% 0.18% −0.02
HNST The Honest Co. Inc. Reduce -1.8% 0.54% −0.01
CSL Carlisle Cos Inc. Reduce -1.8% 2.09% +0.01
CSCO Cisco Systems Inc. Reduce -0.9% 0.20% +0.01
NYT New York Times Co. Class A Reduce -3.1% 0.48% +0.01
AMAL Amalgamated Financial Corp. Reduce -0.6% 2.29% +0.01
CARR Carrier Global Corp. Reduce -4.1% 0.66% +0.02
ETN Eaton Corp. PLC Reduce -0.3% 0.14% +0.03
STM Stmicroelectronics NV-NY SHS Reduce -0.5% 0.13% +0.03
GOOGL Alphabet Inc. Class A Reduce -2.7% 0.94% +0.03
FTNT Fortinet Inc. Reduce -1.1% 2.70% +0.03
VEEV Veeva Systems Inc. Class A Reduce -5.0% 0.57% +0.05
TELFY Telefonica SA-Spon ADR Reduce -0.9% 1.75% +0.06
ADSK Autodesk Inc. Reduce -0.8% 0.82% +0.07
ADI Analog Devices Inc. Reduce -2.6% 1.07% +0.07

Portfolio Buys Q1 2025 → Q2 2025

FSLR First Solar Inc. Add +30.3% 2.81% +1.04
CXT Crane NXT Co. New 0.75% +0.75
LMND Lemonade Inc. Add +47.5% 1.19% +0.57
NXT Nextpower Inc. Add +26.8% 1.54% +0.53
TOST Toast Inc. Class A Add +41.3% 1.20% +0.52
COCO The Vita Coco Co. Inc. Add +40.3% 1.15% +0.40
AMD Advanced Micro Devices Add +3.7% 1.19% +0.30
EBAY eBay Inc. Add +14.1% 1.52% +0.22
HASI Ha Sustainable Infrastructur Add +31.4% 1.53% +0.17
VOO Vanguard S&P 500 ETF New 0.08% +0.08
CCK Crown Holdings Inc. New 0.08% +0.08
GOOG Alphabet Inc. Class C New 0.07% +0.07
ADVISORS INNER CIRCLE FD III New 0.07% +0.07
EMR Emerson Electric Co. New 0.07% +0.07
ORA Ormat Technologies Inc. Add +1.9% 0.15% +0.02
RUN Sunrun Inc. Add +2.0% 0.05% +0.01
PM Philip Morris International Add +4.2% 0.10% +0.01
JSTC Adasina Social Justice GLB Add +0.2% 0.33% +0.01
PFE Pfizer Inc. Add +11.1% 0.09% −0.00
QCOM Qualcomm Inc. Add +1.3% 0.08% −0.00
ABT Abbott Laboratories Add +2.2% 0.17% −0.00
GRMN Garmin Ltd. Add +1.9% 0.08% −0.01
JNJ Johnson & Johnson Add +8.2% 0.11% −0.01
ATR Aptargroup Inc. Add +0.1% 0.51% −0.01
UL Unilever PLC Add +0.1% 0.51% −0.02
MA Mastercard Inc. Class A Add +0.5% 0.94% −0.04
NGVC Natural Grocers BY Vitamin C Add +1.5% 1.06% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 72$241.4MVTI, TSM, FSLR, PANW, EBAY
Q1 2026 89$224.9MVTI, FSLR, TSM, AAPL, NXT
Q4 2025 101$297.9MVTI, FSLR, AAPL, TSM, IBM
Q3 2025 101$307.7MVTI, TSM, AAPL, FSLR, IBM
Q2 2025 97$289.3MVTI, STN, AAPL, TSM, IBM
Q1 2025 99$269.3MVTI, AAPL, IBM, XYL, VRTX
Q4 2024 112$307.5MSSD, VTI, AAPL, TSM, IBM
Q3 2024 109$301.2MSSD, VTI, AAPL, IBM, TSM
Q2 2024 103$278.3MSSD, VTI, AAPL, TSM, VRTX
Q1 2024 91$250.9MVTI, IBM, AAPL, STN, VRTX